Travis Schiele, CFP®, CEPA®

Questioner
DISC Type : c

Financial Planner at Aldrich Wealth

Spokane-Coeur d'Alene Area, United States

Overview

Travis Schiele is a CERTIFIED FINANCIAL PLANNER® professional at Aldrich Wealth, specializing in creating holistic financial plans for high-net-worth individuals. A graduate of George Fox University, he is described by colleagues as intelligent and empathetic, with excellent people skills that make others feel valued.

He is passionate about mentorship and professional development within the financial planning industry. Travis actively engages with industry professionals and values the guidance he has received throughout his career journey, often expressing gratitude for his mentors.

He was nominated to attend the prestigious Charles Schwab IMPACT Conference in 2022, a leading event for RIA industry advisors.

Personality Overview

Systematic

Price-Sensitive

Cautious & Analytical

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Holistic Financial Planning
As a CFP® professional, his focus is on building comprehensive financial plans that address all of a client's needs, from investments to tax and retirement planning.
High-Net-Worth Clients
His introduction states he specializes in helping high-net-worth individuals navigate the complexities of their financial lives.
Professional Mentorship
He frequently posts about the importance of his mentors and has expressed gratitude for their support and guidance throughout his academic and professional career.

Media Appearances

Travis has no verified media appearances

Work History

1-2026
Financial Planner at Aldrich Wealth
6-2023 - 1-2026
Financial Paraplanner at Aldrich Wealth
9-2022 - 6-2023
Financial Paraplanner Intern at Aldrich Wealth
6-2022 - 8-2022
Wealth Management Intern at Aldrich Wealth
5-2021 - 8-2021
Summer Intern at GRACE INVESTORS LLC

Education

8-2019 - 4-2023
Bachelor of Science - BS from George Fox University
2015 - 2019
High School Diploma from Horizon Christian High School

More Information

Social Presence :

Prographics :

Exp : 3 Location : Spokane-Coeur d'Alene Area, United States Job Level : N/A Designation : Financial Planner at Aldrich Wealth
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Insights For Selling To Travis

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Travis is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Travis

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Travis move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Travis take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Travis

Personality Compatibility


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